ALPS Advisors’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $850K | Sell |
8,115
-709
| -8% | -$74.3K | ﹤0.01% | 546 |
|
|
2025
Q1 | $780K | Sell |
8,824
-1,020
| -10% | -$90.1K | ﹤0.01% | 533 |
|
|
2024
Q4 | $945K | Sell |
9,844
-1,878
| -16% | -$180K | 0.01% | 488 |
|
|
2024
Q3 | $959K | Sell |
11,722
-1,255
| -10% | -$103K | 0.01% | 499 |
|
|
2024
Q2 | $1.12M | Buy |
12,977
+135
| +1% | +$11.6K | 0.01% | 436 |
|
|
2024
Q1 | $1.05M | Sell |
12,842
-2,510
| -16% | -$205K | 0.01% | 469 |
|
|
2023
Q4 | $1.02M | Buy |
15,352
+1,097
| +8% | +$72.7K | 0.01% | 478 |
|
|
2023
Q3 | $1.04M | Sell |
14,255
-3,166
| -18% | -$231K | 0.01% | 434 |
|
|
2023
Q2 | $1.1M | Sell |
17,421
-156
| -0.9% | -$9.85K | 0.01% | 469 |
|
|
2023
Q1 | $1.03M | Sell |
17,577
-11
| -0.1% | -$646 | 0.01% | 461 |
|
|
2022
Q4 | $1.08M | Sell |
17,588
-1,712
| -9% | -$106K | 0.01% | 456 |
|
|
2022
Q3 | $1.3M | Buy |
+19,300
| New | +$1.3M | 0.01% | 391 |
|
|
2018
Q3 | – | Sell |
-7,799
| Closed | -$586K | – | 1015 |
|
|
2018
Q2 | $586K | Sell |
7,799
-368
| -5% | -$27.7K | ﹤0.01% | 496 |
|
|
2018
Q1 | $494K | Sell |
8,167
-2,188
| -21% | -$132K | ﹤0.01% | 519 |
|
|
2017
Q4 | $483K | Hold |
10,355
| – | – | ﹤0.01% | 587 |
|
|
2017
Q3 | $524K | Sell |
10,355
-374
| -3% | -$18.9K | ﹤0.01% | 413 |
|
|
2017
Q2 | $535K | Buy |
10,729
+28
| +0.3% | +$1.4K | ﹤0.01% | 439 |
|
|
2017
Q1 | $454K | Sell |
10,701
-1,723
| -14% | -$73.1K | ﹤0.01% | 641 |
|
|
2016
Q4 | $503K | Buy |
12,424
+118
| +1% | +$4.78K | ﹤0.01% | 399 |
|
|
2016
Q3 | $466K | Buy |
+12,306
| New | +$466K | ﹤0.01% | 303 |
|